URSULINE SISTERS SENIOR LIVING (EIN 462452058) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

SISTER MARY MCCORMICK

Phone

3307927636

Tax Period

2024-07-01 to 2025-06-30

URSULINE SISTERS SENIOR LIVING, founded in 2012, is a small nonprofit that reported $228K in total revenue in fiscal year 2024. The organization ran a surplus of $107K, a strong 47% operating margin.

Mission

DIRECT SUPPORT OF THE URSULINE SISTERS OF YOUNGSTOWN, AN EXEMPT ORGANIZATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $227,808

Investment Income $0

Other Revenue $0

TOTAL REVENUE $227,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,524

Other Expenses $120,523

TOTAL EXPENSES $120,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$227,808	N/A	N/A
Expenses	$120,523	N/A	N/A
Net Income	$107,285	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$140,202

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK DIXON	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK LOWRY	DIRECTOR	1.00	Director	$0	$0	$0
SISTER MARY MCCORMICK	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SISTER PATRICIA MCNICHOLAS	DIRECTOR	1.00	Director	$0	$0	$0
SISTER REGINA ROGERS	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SCOTT SCHULICK	DIRECTOR	1.00	Director	$0	$0	$0
SHELIA TRIPLETT	DIRECTOR	1.00	Director	$0	$0	$0
SISTER MARY ALYCE KOVAL	DIRECTOR	1.00	Director	$0	$0	$0
FR STEVE ZIEGLER	DIRECTOR	1.00	Director	$0	$0	$0
JOAN LAWSON	DIRECTOR	1.00	Director	$0	$0	$0
JIM DASCENZO	DIRECTOR	1.00	Director	$0	$0	$0
BRIGID KENNEDY	PRESIDENT/TREASURER/SECRET	1.00	Officer	$0	$13,841	$140,202

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$227,808	$120,523	$123,776	$107,285

URSULINE SISTERS SENIOR LIVING